iShares Biotechnology ETFIBBETF
13F holders, Q1 2024 (March 31)899holders
4famous investors
$137.18avg. 13F price*
At the end of Q1 2024, 899 institutions reported holding iShares Biotechnology ETF (IBB) in their 13F filings. The largest holders were Bank of America Corp. ($1.0B), Goldman Sachs Group Inc. ($440.9M) and Morgan Stanley ($371.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Biotechnology ETF
- CUSIP
- 464287556
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 93 | $140.1M |
| Exits | 65 | $71.2M |
Ownership 899 holders
| Bank of America Corp. | 0.10% | Reduce -9.4% | 7,634,140 | $1.0B |
| Goldman Sachs Group Inc. | 0.09% | Add +47.5% | 3,212,765 | $440.9M |
| Morgan Stanley | 0.03% | Add +5.2% | 2,704,554 | $371.1M |
| Citigroup Inc. | 0.38% | Add +17.0% | 2,586,549 | $354.9M |
| BNP Paribas Financial Markets | 0.35% | Add +25.7% | 2,055,373 | $282.0M |
| JPMorgan Chase & Co. | 0.02% | Reduce -20.7% | 1,608,725 | $220.7M |
| UBS Group AG | 0.07% | Add +9.0% | 1,436,035 | $197.1M |
| Royal Bank of Canada | 0.04% | Add +13.6% | 1,317,076 | $180.7M |
| Commerce Bank | 0.66% | Add +0.2% | 722,026 | $99.1M |
| Thrivent Financial for Lutherans | 0.19% | Add +33564.6% | 677,331 | $92.9M |
| Wells Fargo & Company | 0.02% | Reduce -1.5% | 654,402 | $89.8M |
| LPL Financial LLC | 0.05% | Add +31.9% | 619,564 | $85.0M |
| Main Management ETF Advisors, LLC | 4.09% | Add +3.5% | 564,300 | $77.4M |
| Healthcare of Ontario Pension Plan Trust Fund | 0.24% | No change | 499,000 | $68.5M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.8% | 384,653 | $52.8M |
| Millennium Management | 0.04% | Add +115.4% | 354,233 | $48.6M |
| Two Sigma Advisers, LP | 0.10% | Add +1114.3% | 322,999 | $44.3M |
| Two Sigma Investments, LP | 0.11% | New | 307,207 | $42.2M |
| Bank Julius Baer & Co. Ltd, Zurich | 0.15% | Reduce -1.0% | 286,760 | $39.3M |
| Bronte Capital Management Pty Ltd. | 3.24% | Add +0.7% | 283,420 | $38.9M |
| Johns Hopkins University | 1.23% | No change | 229,632 | $31.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +5.3% | 198,709 | $27.3M |
| Susquehanna International Group, LLP | 0.04% | Add +282.2% | 182,602 | $25.1M |
| Raymond James & Associates | 0.02% | Add +5.3% | 181,835 | $25.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +13.4% | 174,225 | $23.9M |
| Osaic Holdings, Inc. | 0.05% | Add +9.4% | 160,173 | $22.0M |
| Stifel Financial Corp. | 0.02% | Add +7.0% | 147,601 | $20.3M |
| Ameriprise Financial Inc. | 0.01% | Add +23.3% | 135,508 | $18.5M |
| Gray Foundation | 5.65% | No change | 131,693 | $18.1M |
| Albion Financial Group | 1.37% | Add +0.2% | 129,610 | $17.8M |
| Avalon Trust Co | 1.41% | Reduce -0.1% | 125,048 | $17.2M |
| Rockefeller Capital Management L.P. | 0.05% | Add +5.1% | 119,163 | $16.4M |
| Squarepoint Ops LLC | 0.07% | Add +47.7% | 116,534 | $16.0M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -1.5% | 112,933 | $15.5M |
| Jane Street Group, LLC | 0.02% | New | 104,840 | $14.4M |
| DAFNA Capital Management LLC | 3.24% | No change | 102,500 | $14.1M |
| Cetera Investment Advisers | 0.03% | Add +689.4% | 91,078 | $12.5M |
| Miller Investment Management, LP | 1.58% | Reduce -0.1% | 90,031 | $12.4M |
| Balyasny Asset Management L.P. | 0.03% | Add +18.5% | 89,636 | $12.3M |
| Corient Private Wealth LP | 0.02% | Add +3.3% | 89,571 | $12.3M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.6% | 87,447 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +0.1% | 84,229 | $11.6M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -7.7% | 83,167 | $11.4M |
| Cumberland Advisors Inc. | 4.23% | Reduce -4.8% | 82,838 | $11.4M |
| Baird Financial Group, Inc. | 0.02% | Reduce -54.0% | 80,989 | $11.1M |
| Investment House LLC | 0.65% | Add +17.0% | 80,675 | $11.1M |
| MMBG Investment Advisors Co. | 1.14% | No change | 78,550 | $10.8M |
| Brown Advisory Inc. | 0.01% | Reduce -17.6% | 77,752 | $10.7M |
| D. E. Shaw & Co. | 0.01% | New | 75,169 | $10.3M |
| Peapack Gladstone Financial Corp. | 0.16% | Reduce -2.9% | 74,591 | $10.2M |
| Gateway Advisory, LLC | 1.79% | Add +3.0% | 74,490 | $10.2M |
| Appleton Partners Inc. | 0.78% | Add +1.2% | 72,932 | $10.0M |
| Truist Financial Corp. | 0.01% | Add +165.5% | 71,684 | $9.8M |
| MML Investors Services, LLC | 0.04% | Add +3.5% | 71,009 | $9.7M |
| Factory Mutual Insurance Co. | 0.11% | No change | 71,000 | $9.7M |
| GYL Financial Synergies, LLC | 0.74% | Reduce -0.6% | 69,069 | $9.5M |
| McGuire Investment Group, LLC | 1.35% | Add +0.8% | 67,489 | $9.3M |
| Raelipskie Partnership | 5.27% | Add +2.6% | 67,372 | $9.2M |
| Destiny Wealth Partners, LLC | 1.64% | Add +1.6% | 66,871 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +15.7% | 66,793 | $9.2M |
| Creative Planning | 0.01% | Add +1.6% | 65,997 | $9.1M |
| Folger Nolan Fleming Douglas Capital Management, Inc. | 0.92% | Add +0.5% | 65,677 | $9.0M |
| Captrust Financial Advisors | 0.03% | Add +15.7% | 61,316 | $8.4M |
| Cerity Partners LLC | 0.02% | Reduce -0.6% | 59,440 | $8.2M |
| Williams Jones Wealth Management, LLC. | 0.10% | Reduce -15.8% | 59,229 | $8.1M |
| MAI Capital Management | 0.08% | Reduce -1.6% | 56,639 | $7.8M |
| Calamos Advisors LLC | 0.06% | No change | 56,295 | $7.7M |
| SP Asset Management LLC | 0.71% | Reduce -0.5% | 55,567 | $7.6M |
| NTV Asset Management LLC | 1.12% | Add +1.1% | 53,606 | $7.4M |
| Blume Capital Management, Inc. | 1.75% | Reduce -0.7% | 52,404 | $7.2M |
| Tradition Wealth Management, LLC | 0.72% | Reduce -1.9% | 51,784 | $7.1M |
| Blair William & Co. | 0.02% | Add +12.4% | 50,747 | $7.0M |
| Pacific Capital Wealth Advisors, Inc. | 1.63% | Reduce -2.5% | 50,474 | $6.9M |
| State of Michigan Retirement System | 0.04% | New | 50,000 | $6.9M |
| Mariner, LLC | 0.01% | Add +41.1% | 49,243 | $6.8M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -17.8% | 49,123 | $6.7M |
| GTS Securities LLC | 0.18% | Reduce -2.3% | 49,052 | $6.7M |
| Crescent Grove Advisors, LLC | 0.68% | Reduce -8.7% | 47,710 | $6.5M |
| Neville Rodie & Shaw Inc. | 0.49% | Reduce -1.1% | 47,113 | $6.5M |
| Riggs Asset Managment Co. Inc. | 1.87% | New | 46,778 | $6.4M |
| HRT Financial LP | 0.04% | New | 46,588 | $6.4M |
| Boulder Hill Capital Management LP | 2.51% | Add +211.9% | 44,450 | $6.1M |
| Howard Capital Management Group, LLC | 0.47% | Reduce -0.6% | 44,182 | $6.1M |
| Colonial Trust Advisors | 0.60% | Reduce -1.6% | 43,886 | $6.0M |
| Aberdeen Group plc | 0.01% | No change | 43,634 | $6.0M |
| Michelson Medical Research Foundation, Inc. | 3.61% | No change | 43,395 | $6.0M |
| Associated Banc-Corp | 0.18% | Add +1.9% | 41,432 | $5.7M |
| First Interstate Bank | 0.39% | Reduce -3.1% | 41,108 | $5.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +4.9% | 40,924 | $5.6M |
| Forbes J M & Co. LLP | 0.60% | Reduce -2.3% | 40,603 | $5.6M |
| Harbour Investment Management LLC | 2.61% | Add +0.4% | 40,595 | $5.6M |
| Rye Brook Capital LLC | 3.25% | Add +1.0% | 40,400 | $5.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +6.7% | 39,967 | $5.5M |
| Lido Advisors, LLC | 0.05% | Add +2.5% | 39,452 | $5.4M |
| Private Advisor Group, LLC | 0.04% | Reduce -13.1% | 38,236 | $5.2M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -0.7% | 37,679 | $5.2M |
| Oppenheimer & Co. Inc. | 0.08% | Add +7.6% | 35,747 | $4.9M |
| Evergreen Capital Management LLC | 0.18% | Reduce -42.6% | 35,602 | $4.9M |
| Toth Financial Advisory Corp. | 0.61% | Add +10.1% | 35,433 | $4.9M |
| Bank of Montreal | 0.00% | Add +114.9% | 35,278 | $4.9M |
| FRG Family Wealth Advisors LLC | 0.94% | Reduce -1.0% | 37,605 | $4.8M |
| Alpha Family Trust | 2.86% | No change | 34,608 | $4.7M |
| Analyst IMS Investment Management Services Ltd. | 0.20% | No change | 33,758 | $4.6M |
| Concord Investment Counsel Inc. | 1.63% | — | 32,975 | $4.5M |
| Chesley Taft & Associates LLC | 0.23% | Add +0.9% | 32,559 | $4.5M |
| Fagan Associates, Inc. | 0.80% | Reduce -1.7% | 30,940 | $4.2M |
| NBT Bank, N.A. | 0.30% | Reduce -1.7% | 30,323 | $4.2M |
| Intrinsic Edge Capital Management LLC | 0.35% | New | 30,000 | $4.1M |
| Moors & Cabot, Inc. | 0.22% | Add +3.0% | 29,363 | $4.0M |
| MBB Public Markets I LLC | 0.26% | Reduce -82.5% | 29,220 | $4.0M |
| SOL Capital Management CO | 0.50% | Reduce -1.5% | 29,203 | $4.0M |
| Mirador Capital Partners LP | 0.76% | Add +3.1% | 28,833 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.04% | Reduce -1.0% | 27,899 | $3.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +36.7% | 27,882 | $3.8M |
| Atria Wealth Solutions, Inc. | 0.04% | Reduce -32.5% | 27,658 | $3.8M |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 27,350 | $3.8M |
| Mirabella Financial Services LLP | 0.26% | New | 26,144 | $3.6M |
| Robbins Farley | 1.97% | Add +3.9% | 26,085 | $3.6M |
| Connectus Wealth, LLC | 0.10% | Add +0.4% | 25,889 | $3.6M |
| Condor Capital Management | 0.34% | New | 25,291 | $3.5M |
| Perkins Coie Trust Co | 0.81% | Add +6.8% | 25,101 | $3.4M |
| Proquility Private Wealth Partners, LLC | 1.17% | Add +5.8% | 24,939 | $3.4M |
| Composition Wealth, LLC | 0.09% | Add +1.3% | 24,854 | $3.4M |
| Etfidea, LLC | 1.16% | Add +1.4% | 24,745 | $3.4M |
| SVB Wealth LLC | 0.07% | Reduce -0.7% | 23,578 | $3.2M |
| FAS Wealth Partners, Inc. | 0.29% | Reduce -0.5% | 23,467 | $3.2M |
| Flow Traders U.S. LLC | 0.17% | Add +873.2% | 22,802 | $3.1M |
| Ameritas Advisory Services, LLC | 0.13% | Add +136.6% | 22,980 | $3.1M |
| Jefferies Financial Group Inc. | 0.07% | Add +2513.5% | 22,476 | $3.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.17% | Add +1.9% | 22,383 | $3.1M |
| Oppenheimer Asset Management Inc. | 0.04% | Reduce -10.1% | 22,283 | $3.1M |
| SlateStone Wealth, LLC | 0.31% | Reduce -15.7% | 22,211 | $3.0M |
| Sandy Spring Bank | 0.14% | Reduce -28.1% | 21,964 | $3.0M |
| Qube Research & Technologies Ltd | 0.01% | Add +22.3% | 21,956 | $3.0M |
| Clarity Wealth Advisors, LLC | 1.01% | Reduce -8.4% | 21,746 | $3.0M |
| Traynor Capital Management, Inc. | 0.28% | Add +11.9% | 21,507 | $3.0M |
| Lyell Wealth Management, LP | 0.30% | Add +4.0% | 21,394 | $2.9M |
| KCM Investment Advisors LLC | 0.11% | Reduce -0.9% | 20,922 | $2.9M |
| Atom Investors LP | 0.36% | Add +27.3% | 20,713 | $2.8M |
| Burns J W & Co. Inc. | 0.39% | Reduce -10.0% | 20,441 | $2.8M |
| Keybank National Association | 0.01% | Reduce -0.1% | 20,412 | $2.8M |
| Martin & Co. Inc. | 0.68% | Reduce -3.1% | 20,326 | $2.8M |
| Prime Capital Investment Advisors, LLC | 0.04% | Reduce -62.5% | 20,234 | $2.8M |
| Evolution Wealth Advisors, LLC | 0.53% | Reduce -4.1% | 20,197 | $2.8M |
| Snider Financial Group | 1.15% | Add +33.5% | 20,030 | $2.7M |
| Tocqueville Asset Management L.P. | 0.04% | Reduce -0.7% | 20,016 | $2.7M |
| Fiduciary Trust Co | 0.04% | Add +0.2% | 20,009 | $2.7M |
| Bank of New York Mellon Corp | 0.00% | Add +3.1% | 19,826 | $2.7M |
| Banque Cantonale Vaudoise | 0.11% | Add +7.9% | 19,794 | $2.7M |
| Bray Capital Advisors | 0.66% | Add +1.0% | 18,856 | $2.6M |
| Focus Partners Wealth | 0.02% | Add +418.3% | 18,745 | $2.6M |
| Franklin Resources Inc. | 0.00% | Reduce -5.4% | 18,707 | $2.6M |
| Comerica Bank | 0.01% | Add +6.7% | 18,629 | $2.6M |
| InterOcean Capital Group, LLC | 0.06% | Reduce -17.5% | 18,578 | $2.5M |
| Pursue Wealth Partners LLC | 1.48% | No change | 18,332 | $2.5M |
| Crestwood Advisors Group, LLC | 0.05% | Reduce -5.2% | 18,085 | $2.5M |
| Valicenti Advisory Services Inc. | 0.69% | Reduce -8.0% | 18,050 | $2.5M |
| Marion Wealth Management | 0.73% | Reduce -0.9% | 17,849 | $2.4M |
| Dakota Wealth Management | 0.06% | Add +43.5% | 17,668 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +59.6% | 16,985 | $2.3M |
| Merit Financial Group, LLC | 0.06% | New | 17,470 | $2.3M |
| Greenline Partners, LLC | 0.37% | No change | 16,847 | $2.3M |
| Intellectus Partners, LLC | 0.61% | Reduce -11.9% | 16,760 | $2.3M |
| ArchPoint Investors | 0.97% | New | 16,750 | $2.3M |
| Scotia Capital Inc. | 0.01% | Add +56.7% | 16,661 | $2.3M |
| Bank Pictet & Cie (Europe) AG | 0.06% | New | 16,280 | $2.2M |
| 1ST Source Bank | 0.13% | Add +0.3% | 16,248 | $2.2M |
| Glenmede Trust Co. NA | 0.01% | Add +9.0% | 16,170 | $2.2M |
| Bar Harbor Wealth Management | 0.15% | Add +10.4% | 16,125 | $2.2M |
| Blue Square Asset Management, LLC | 1.50% | New | 16,038 | $2.2M |
| Cresset Asset Management, LLC | 0.01% | Add +1.1% | 15,780 | $2.2M |
| FIL Ltd | 0.00% | New | 15,648 | $2.2M |
| Choate Investment Advisors | 0.06% | New | 15,602 | $2.1M |
| M&R Capital Management Inc. | 0.52% | Add +0.0% | 15,571 | $2.1M |
| Prudential PLC | 0.02% | New | 15,570 | $2.1M |
| Busey Bank | 0.08% | Reduce -0.3% | 15,564 | $2.1M |
| Florin Court Capital LLP | 1.82% | New | 15,400 | $2.1M |
| Graves Light Lenhart Wealth, Inc. | 0.24% | Reduce -0.5% | 15,211 | $2.1M |
| Empirical Asset Management, LLC | 0.99% | New | 15,028 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.0% | 15,019 | $2.1M |
| First National Corp. /Ma/ | 0.51% | Reduce -0.2% | 15,122 | $2.1M |
| Boston Research & Management Inc. | 0.50% | Reduce -1.8% | 14,787 | $2.0M |
| US Bancorp \de | 0.00% | Reduce -3.6% | 14,706 | $2.0M |
| Towercrest Capital Management | 0.34% | Reduce -0.0% | 14,613 | $2.0M |
| CENTRAL TRUST Co | 0.05% | Reduce -0.7% | 14,570 | $2.0M |
| McIntyre Freedman & Flynn Investment Advisers Inc. | 1.41% | Reduce -2.1% | 14,101 | $1.9M |
| Westside Investment Management, Inc. | 0.46% | Add +5.6% | 14,098 | $1.9M |
| SG Americas Securities, LLC | 0.01% | Add +27.6% | 14,074 | $1.9M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -0.3% | 14,061 | $1.9M |
| Advantage Trust Co | 1.41% | Reduce -2.5% | 13,909 | $1.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.6% | 13,858 | $1.9M |
| Fifth Third Bancorp | 0.01% | Reduce -1.1% | 13,757 | $1.9M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -20.7% | 13,740 | $1.9M |
| Rwa Wealth Partners, LLC | 0.03% | Reduce -0.0% | 13,727 | $1.9M |
| Pinnacle Associates Ltd. | 0.03% | Reduce -1.2% | 13,397 | $1.8M |
| HCR Wealth Advisors | 0.28% | Reduce -5.1% | 13,370 | $1.8M |
| Texas Yale Capital Corp. | 0.08% | No change | 13,255 | $1.8M |
| Paloma Partners Management Co | 0.38% | Reduce -76.8% | 13,211 | $1.8M |
| Martin Capital Advisors, LLP | 1.42% | Reduce -1.4% | 13,194 | $1.8M |
| Great Valley Advisor Group, Inc. | 0.05% | Add +370.6% | 13,111 | $1.8M |
| Capital Insight Partners, LLC | 0.33% | Add +5.3% | 12,926 | $1.8M |
| Alpine Global Management, LLC | 0.41% | New | 12,816 | $1.8M |
| Harbor Advisory Corp. | 0.60% | No change | 12,774 | $1.8M |
| New England Private Wealth Advisors LLC | 0.30% | Add +0.1% | 12,664 | $1.7M |
| White Lighthouse Investment Management Inc. | 0.35% | Reduce -1.4% | 12,577 | $1.7M |
| Lauer Wealth, LLC | 1.50% | Reduce -2.2% | 13,013 | $1.7M |
| Global Retirement Partners, LLC | 0.06% | Add +570.2% | 12,546 | $1.7M |
| Greytown Advisors Inc. | 0.97% | Reduce -3.5% | 12,534 | $1.7M |
| Westwood Wealth Management | 0.84% | Add +48.3% | 12,475 | $1.7M |
| FMR LLC | 0.00% | Add +20.2% | 12,253 | $1.7M |
| Bellwether Advisors, LLC | 0.37% | Reduce -0.4% | 12,256 | $1.7M |
| Knollwood Investment Advisory, LLC | 0.30% | No change | 12,034 | $1.7M |
| D.A. Davidson & Co. | 0.01% | Add +141.3% | 11,856 | $1.6M |
| Signature Wealth Management Partners, LLC | 1.32% | Reduce -1.8% | 11,778 | $1.6M |
| Magnus Financial Group LLC | 0.19% | Add +7.8% | 11,556 | $1.6M |
| Sculati Wealth Management, LLC | 0.69% | Reduce -22.4% | 11,530 | $1.6M |
| Deltec Asset Management LLC | 0.31% | Reduce -8.0% | 11,500 | $1.6M |
| Beck Bode, LLC | 0.32% | Reduce -13.1% | 11,452 | $1.6M |
| Maven Securities LTD | 0.09% | Reduce -6.1% | 11,443 | $1.6M |
| Twin Focus Capital Partners, LLC | 0.30% | Add +8.5% | 11,442 | $1.6M |
| Family Firm, Inc. | 0.38% | Reduce -1.9% | 11,430 | $1.6M |
| Waverly Advisors, LLC | 0.04% | Add +80.6% | 11,220 | $1.5M |
| Cassaday & Co Wealth Management LLC | 0.05% | Add +0.6% | 11,217 | $1.5M |
| Grassi Investment Management | 0.14% | Add +3.3% | 11,159 | $1.5M |
| Audent Global Asset Management, LLC | 1.56% | Add +50.6% | 11,094 | $1.5M |
| Colonial Trust Co / SC | 0.28% | Reduce -3.2% | 11,006 | $1.5M |
| Transcend Capital Advisors, LLC | 0.12% | Add +0.1% | 10,990 | $1.5M |
| Telos Capital Management, Inc. | 0.17% | Reduce -0.3% | 10,962 | $1.5M |
| Synovus Financial Corp. | 0.02% | Reduce -0.2% | 10,937 | $1.5M |
| Capital Investment Advisors, LLC | 0.03% | Reduce -3.2% | 10,905 | $1.5M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -1.6% | 10,844 | $1.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 0.24% | Reduce -28.3% | 10,818 | $1.5M |
| Mutual Advisors, LLC | 0.05% | Add +7.4% | 10,808 | $1.5M |
| IFG Advisory, LLC | 0.11% | Add +49.7% | 10,778 | $1.5M |
| Wealthfront Advisers LLC | 0.01% | Add +22.0% | 10,709 | $1.5M |
| Caz Investments LP | 2.94% | No change | 10,700 | $1.5M |
| Derbend Asset Management | 0.72% | Add +47.5% | 10,586 | $1.5M |
| Clarus Wealth Advisors | 0.82% | Add +5.1% | 10,924 | $1.4M |
| Blue Fin Capital, Inc. | 0.32% | Reduce -2.8% | 10,442 | $1.4M |
| Security National Bank of So Dak | 0.86% | Add +1.8% | 10,386 | $1.4M |
| Patriot Investment Management Group, Inc. | 0.11% | Reduce -17.8% | 10,347 | $1.4M |
| Bradley Foster & Sargent Inc. | 0.03% | No change | 10,300 | $1.4M |
| Garrison Point Advisors, LLC | 0.91% | Add +2.2% | 10,284 | $1.4M |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -16.5% | 11,493 | $1.4M |
| First Merchants Corp. | 0.11% | Reduce -0.3% | 10,253 | $1.4M |
| Means Investment Co., Inc. | 0.18% | Add +0.2% | 10,155 | $1.4M |
| Summit Financial Group, Inc. | 0.50% | Add +9.4% | 10,149 | $1.4M |
| Ferguson Wellman Capital Management, Inc. | 0.03% | Reduce -6.8% | 10,138 | $1.4M |
| Canton Hathaway, LLC | 0.37% | No change | 10,051 | $1.4M |
| Cannell & Spears LLC | 0.03% | No change | 9,988 | $1.4M |
| EP Wealth Advisors, LLC | 0.02% | Add +6.7% | 9,921 | $1.4M |
| Adell Harriman & Carpenter Inc. | 0.11% | Reduce -1.2% | 9,916 | $1.4M |
| Equitable Holdings, Inc. | 0.02% | Reduce -3.5% | 9,913 | $1.4M |
| Integrated Wealth Concepts LLC | 0.02% | Add +5.0% | 9,857 | $1.4M |
| RS Crum Inc. | 0.37% | Reduce -1.5% | 9,783 | $1.3M |
| Beaumont Financial Advisors, LLC | 0.11% | Reduce -0.5% | 9,730 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.3% | 9,689 | $1.3M |
| Bartlett & Co. Wealth Management LLC | 0.02% | Reduce -0.4% | 9,588 | $1.3M |
| WealthCare Investment Partners, LLC | 0.63% | Add +5.8% | 9,570 | $1.3M |
| Independent Financial Group, LLC | 0.06% | Reduce -3.6% | 9,497 | $1.3M |
| Security National Bank of Sioux City Iowa | 0.91% | Add +0.4% | 9,362 | $1.3M |
| PFG Investments, LLC | 0.08% | Add +110.7% | 9,264 | $1.3M |
| Perigon Wealth Management, LLC | 0.04% | Add +37.1% | 9,263 | $1.3M |
| Apollon Wealth Management, LLC | 0.04% | Add +11.2% | 9,177 | $1.3M |
| Biltmore Family Office, LLC | 0.25% | Reduce -8.6% | 9,165 | $1.3M |
| Providence First Trust Co | 0.54% | Reduce -5.2% | 9,053 | $1.2M |
| Lincoln National Corp. | 0.02% | Add +9.5% | 9,016 | $1.2M |
| Connecticut Wealth Management, LLC | 0.07% | Add +7.0% | 9,015 | $1.2M |
| Walleye Capital LLC | 0.01% | Add +233.5% | 9,000 | $1.2M |
| VERITY Wealth Advisors | 0.94% | No change | 8,898 | $1.2M |
| United Capital Financial Advisors, LLC | 0.01% | Add +3.3% | 8,855 | $1.2M |
| Sicart Associates LLC | 0.44% | New | 8,780 | $1.2M |
| Novak & Powell Financial Services, Inc. | 0.90% | Reduce -23.6% | 8,734 | $1.2M |
| Banco Bilbao Vizcaya Argentaria, S.A. | 0.01% | Reduce -40.2% | 8,733 | $1.2M |
| Pathstone Holdings, LLC | 0.01% | Add +4.3% | 8,653 | $1.2M |
| Freedom Investment Management, Inc. | 0.09% | Reduce -19.3% | 8,617 | $1.2M |
| Courier Capital LLC | 0.09% | No change | 8,562 | $1.2M |
| City State Bank | 0.52% | Add +2.1% | 8,511 | $1.2M |
| Acropolis Investment Management, LLC | 0.08% | Reduce -5.7% | 8,485 | $1.2M |
| Rockingstone Advisors LLC | 0.59% | Reduce -1.0% | 8,310 | $1.1M |
| Richmond Brothers, Inc. | 2.10% | Reduce -11.2% | 8,249 | $1.1M |
| Knightsbridge Asset Management, LLC | 0.32% | No change | 8,190 | $1.1M |
| CHURCHILL MANAGEMENT Corp | 0.01% | Reduce -7.0% | 8,091 | $1.1M |
| Nwi Management LP | 0.15% | No change | 8,000 | $1.1M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Reduce -14.7% | 7,931 | $1.1M |
| Main Street Financial Solutions, LLC | 0.12% | Add +0.2% | 7,920 | $1.1M |
| BTG Pactual Global Asset Management Ltd | 0.35% | New | 9,579 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -2.7% | 8,262 | $1.1M |
| SteelPeak Wealth, LLC | 0.05% | Add +14.2% | 7,763 | $1.1M |
| Wedbush Securities Inc. | 0.04% | Reduce -2.5% | 7,754 | $1.1M |
| Cwm, LLC | 0.01% | Reduce -8.7% | 7,736 | $1.1M |
| IHT Wealth Management, LLC | 0.04% | Add +58.4% | 7,689 | $1.1M |
| Arrien Investments, Inc. | 0.83% | New | 7,616 | $1.0M |
| Moody LYNN Lieberson & Walker, LLC | 0.07% | Reduce -3.8% | 7,605 | $1.0M |
| Shulman DeMeo Asset Management LLC | 0.27% | No change | 7,434 | $1.0M |
| Cedar Brook Financial Partners, LLC | 0.20% | Add +7.0% | 7,426 | $1.0M |
| Focus Financial Network, Inc. | 0.05% | — | 8,132 | $1.0M |
| Webster Bank, N. A. | 0.11% | Reduce -6.7% | 7,314 | $1.0M |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | Reduce -4.8% | 7,287 | $1.0M |
| Benjamin F. Edwards & Company, Inc. | 0.02% | Add +107.8% | 7,242 | $994K |
| Quintet Private Bank (Europe) S.A. | 0.04% | Reduce -22.7% | 6,258 | $988K |
| Baltimore-Washington Financial Advisors, Inc. | 0.06% | Reduce -7.8% | 7,198 | $988K |
| LM Advisors LLC | 0.17% | Reduce -15.6% | 7,997 | $978K |
| Proffitt & Goodson Inc. | 0.17% | Reduce -1.0% | 7,046 | $967K |
| Essex Financial Services, Inc. | 0.09% | Add +9.0% | 7,045 | $967K |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -13.1% | 7,012 | $962K |
| Northeast Financial Consultants Inc | 0.05% | No change | 6,930 | $951K |
| Banque Pictet & Cie SA | 0.01% | Reduce -5.2% | 6,890 | $945K |
| Pine Valley Investments Ltd Liability Co | 0.07% | Reduce -1.0% | 6,854 | $941K |
| Private Wealth Strategies, L.L.C. | 0.20% | Add +0.1% | 6,848 | $940K |
| Stephens Inc. | 0.01% | Add +2.0% | 6,704 | $920K |
| My Personal CFO, LLC | 0.53% | Reduce -0.2% | 6,640 | $911K |
| Brookstone Capital Management | 0.02% | Reduce -1.8% | 6,629 | $910K |
| O'ROURKE & COMPANY, Inc | 0.53% | Reduce -2.1% | 6,625 | $909K |
| Regions Financial Corp. | 0.01% | Reduce -6.6% | 6,475 | $889K |
| Dearborn Partners LLC | 0.04% | Reduce -1.8% | 6,431 | $882K |
| Keebeck Wealth Management | 0.13% | Reduce -1.9% | 6,425 | $882K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.9% | 6,388 | $877K |
| &partners | 0.12% | Add +12.7% | 6,383 | $876K |
| Shepherd Financial Partners LLC | 0.11% | Add +0.1% | 6,382 | $876K |
| Principle Wealth Partners LLC | 0.07% | Reduce -1.8% | 6,362 | $873K |
| Holderness Investments Co. | 0.21% | No change | 6,351 | $871K |
| Pacific Sun Financial Corp | 0.50% | Reduce -1.8% | 6,297 | $864K |
| ProVise Management Group, LLC | 0.07% | Reduce -0.2% | 6,291 | $863K |
| Calton & Associates, Inc. | 0.42% | Reduce -6.0% | 6,266 | $860K |
| Snowden Capital Advisors LLC | 0.03% | Add +45.7% | 6,253 | $858K |
| BigSur Wealth Management LLC | 0.27% | Add +176.4% | 6,220 | $854K |
| Minot Capital, LP | 0.15% | No change | 6,158 | $845K |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -6.7% | 6,145 | $843K |
| Whittier Trust Co. | 0.01% | Reduce -2.7% | 6,127 | $841K |
| Sigma Planning Corp | 0.03% | Add +92.6% | 6,024 | $827K |
| TrinityPoint Wealth, LLC | 0.13% | Reduce -0.2% | 5,888 | $808K |
| Sovereign Financial Group, Inc. | 0.21% | Reduce -0.0% | 5,838 | $801K |
| Bigelow Investment Advisors, LLC | 0.39% | Add +43.8% | 5,826 | $799K |
| Bailard, Inc. | 0.02% | Reduce -6.1% | 5,793 | $795K |
| KKM Financial LLC | 0.39% | Add +35.1% | 5,786 | $794K |
| Mathes Company, Inc. | 0.30% | No change | 5,765 | $791K |
| Summit Financial, LLC | 0.05% | New | 5,732 | $787K |
| Tyche Wealth Partners LLC | 0.19% | Reduce -2.9% | 5,731 | $786K |
| Richard W. Paul & Associates, LLC | 0.31% | Add +8.8% | 5,726 | $786K |
| Chelsea Counsel Co. | 0.44% | No change | 5,710 | $784K |
| Sound View Wealth Advisors Group, LLC | 0.08% | Reduce -13.2% | 5,704 | $783K |
| M&T Bank Corp | 0.00% | Reduce -18.3% | 5,699 | $782K |
| Evoke Wealth, LLC | 0.02% | New | 5,663 | $777K |
| Fort Washington Investment Advisors Inc. | 0.01% | Reduce -1.3% | 5,635 | $773K |
| Cullen/Frost Bankers, Inc. | 0.01% | No change | 5,550 | $762K |
| Axxcess Wealth Management, LLC | 0.02% | Reduce -14.4% | 5,549 | $761K |
| Harbour Capital Advisors, LLC | 0.19% | No change | 5,658 | $758K |
| Counterweight Ventures, LLC | 0.61% | Reduce -8.9% | 5,516 | $757K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -14.0% | 5,431 | $745K |
| Sharper & Granite LLC | 0.36% | Reduce -3.0% | 5,600 | $742K |
| Ascent Group, LLC | 0.07% | Reduce -10.9% | 5,389 | $739K |
| Two Sigma Securities, LLC | 0.04% | Reduce -32.4% | 5,342 | $733K |
| Credit Suisse AG/ | 0.00% | Reduce -9.0% | 5,307 | $728K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Add +50.9% | 5,291 | $726K |
| Avantax Advisory Services, Inc. | 0.01% | Add +38.4% | 5,287 | $726K |
| Arrowroot Family Office, LLC | 0.46% | Reduce -1.0% | 5,222 | $717K |
| Family Manage LLC | 0.13% | Add +46.5% | 5,221 | $716K |
| Haverford Trust Co | 0.01% | Add +15.8% | 5,177 | $710K |
| Simplex Trading, LLC | 0.02% | New | 5,172 | $709K |
| IFP Advisors, Inc | 0.03% | Reduce -8.0% | 5,138 | $705K |
| Valley National Advisers Inc. | 0.11% | Reduce -4.2% | 5,128 | $703K |
| Smith, Moore & Co. | 0.07% | Reduce -3.8% | 5,101 | $700K |
| American State Bank (Iowa) | 0.47% | No change | 5,082 | $697K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -13.0% | 5,002 | $686K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -8.3% | 4,990 | $685K |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -1.1% | 4,983 | $684K |
| TCV Trust & Wealth Management, Inc. | 0.07% | Reduce -3.7% | 4,942 | $678K |
| Meridian Wealth Management, LLC | 0.11% | Reduce -1.8% | 4,939 | $678K |
| Advisory Services Network, LLC | 0.01% | Reduce -67.5% | 4,855 | $666K |
| Headinvest, LLC | 0.13% | Reduce -15.6% | 4,803 | $659K |
| Lanark Financial, Inc. | 0.06% | Reduce -2.9% | 4,804 | $659K |
| Anchor Investment Management, LLC | 0.07% | Reduce -2.3% | 4,799 | $659K |
| Ellis Investment Partners, LLC | 0.14% | Reduce -17.7% | 4,794 | $658K |
| Milestone Investment Advisors LLC | 0.18% | Add +2.7% | 4,746 | $651K |
| TD Waterhouse Canada Inc. | 0.00% | Add +105.8% | 4,638 | $650K |
| Wesbanco Bank Inc. | 0.02% | Add +34.5% | 4,676 | $642K |
| PFG Advisors | 0.05% | Add +3.9% | 4,655 | $639K |
| Debussy Capital Management LP | 0.18% | Reduce -1.6% | 4,682 | $625K |
| Arkadios Wealth Advisors | 0.05% | Reduce -2.5% | 4,525 | $621K |
| Humankind Investments LLC | 0.16% | No change | 4,500 | $617K |
| Capital Investment Advisory Services, LLC | 0.07% | Add +3266.7% | 4,444 | $610K |
| MGB Wealth Management, LLC | 0.25% | No change | 4,405 | $605K |
| Navis Wealth Advisors, LLC | 0.72% | Add +0.1% | 4,368 | $599K |
| Aft, Forsyth & Company, Inc. | 0.34% | Add +2.5% | 4,364 | $599K |
| Vise Technologies, Inc. | 0.12% | New | 4,278 | $587K |
| Core Wealth Partners LLC | 0.44% | Add +0.0% | 4,275 | $587K |
| InTrack Investment Management Inc | 0.43% | New | 4,255 | $584K |
| Kanawha Capital Management LLC | 0.05% | Add +29.6% | 4,247 | $583K |
| Monograph Wealth Advisors, LLC | 0.08% | No change | 4,210 | $578K |
| Cibc World Market Inc. | 0.00% | Add +27.3% | 4,201 | $576K |
| Comprehensive Financial Consultants Institutional, Inc. | 0.24% | No change | 4,193 | $575K |
| Marco Investment Management LLC | 0.05% | No change | 4,186 | $574K |
| Liberty Wealth Management LLC | 0.11% | Add +4.9% | 4,159 | $571K |
| Kelman-Lazarov, Inc. | 0.11% | Reduce -9.4% | 4,133 | $567K |
| Penbrook Management LLC | 0.34% | Add +2.3% | 4,050 | $556K |
| Flagship Private Wealth, LLC | 0.36% | Add +20.1% | 4,033 | $553K |
| Ancora Advisors LLC | 0.01% | Reduce -0.6% | 4,032 | $553K |
| Stratos Wealth Advisors, LLC | 0.03% | Add +5.8% | 4,025 | $552K |
| Brandywine Oak Private Wealth LLC | 0.06% | Reduce -3.5% | 4,007 | $550K |
| Belpointe Asset Management LLC | 0.04% | Reduce -5.8% | 3,997 | $549K |
| Circle Wealth Management, LLC | 0.01% | No change | 3,974 | $545K |
| Hanson & Doremus Investment Management | 0.09% | Reduce -2.5% | 3,966 | $544K |
| Community Financial Services Group, LLC | 0.12% | — | 3,924 | $538K |
| Abbot Financial Management, Inc. | 0.30% | Reduce -1.8% | 3,917 | $537K |
| Coastwise Capital Group, LLC | 0.50% | Add +0.0% | 3,895 | $535K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -12.3% | 3,878 | $532K |
| Fort Sheridan Advisors LLC | 0.10% | Add +0.2% | 3,877 | $532K |
| ICICI Prudential Asset Management Co Ltd | 0.06% | New | 3,877 | $532K |
| Patten Group, Inc. | 0.13% | Reduce -2.6% | 3,874 | $532K |
| Fernwood Investment Management, LLC | 0.15% | Reduce -0.1% | 3,871 | $531K |
| Principal Securities, Inc. | 0.02% | Add +2.3% | 3,855 | $529K |
| Independent Wealth Network Inc. | 0.25% | Add +10.0% | 3,827 | $525K |
| Clear Harbor Asset Management, LLC | 0.05% | Add +3.5% | 3,822 | $524K |
| KWB Wealth | 0.07% | New | 3,816 | $524K |
| Triumph Capital Management | 0.21% | Reduce -2.2% | 3,779 | $517K |
| Steele Capital Management, Inc. | 0.03% | Reduce -1.6% | 3,726 | $511K |
| Altfest L J & Co. Inc. | 0.07% | Reduce -1.5% | 3,722 | $511K |
| Bourgeon Capital Management LLC | 0.10% | Add +4.9% | 3,676 | $504K |
| Financial Counselors Inc. | 0.01% | Reduce -11.5% | 3,630 | $498K |
| Marathon Capital Management | 0.12% | No change | 3,615 | $496K |
| T. Rowe Price Associates Inc. | 0.00% | No change | 3,614 | $496K |
| Baxter Bros Inc. | 0.06% | Add +19.7% | 3,605 | $495K |
| Middleton & Co. Inc. | 0.06% | No change | 3,600 | $494K |
| Nwam LLC | 0.04% | Reduce -48.3% | 3,642 | $490K |
| Neuberger Berman Group LLC | 0.00% | Reduce -40.1% | 3,565 | $489K |
| Chemistry Wealth Management LLC | 0.13% | Add +20.6% | 3,560 | $488K |
| Glassman Wealth Services | 0.10% | No change | 3,547 | $487K |
| Ted Buchan & Co | 0.30% | Reduce -25.3% | 3,512 | $482K |
| Hennion & Walsh Asset Management, Inc. | 0.03% | No change | 3,510 | $482K |
| Global Assets Advisory, LLC | 0.29% | New | 3,519 | $481K |
| Caprock Group, LLC | 0.03% | Add +0.2% | 3,502 | $481K |
| SeaCrest Wealth Management, LLC | 0.06% | Add +4.8% | 3,503 | $481K |
| Parkside Investments, LLC | 0.08% | No change | 3,500 | $480K |
| Coastline Trust Co | 0.06% | New | 3,500 | $480K |
| Institute for Wealth Management, LLC. | 0.06% | No change | 3,494 | $479K |
| Colony Family Offices, LLC | 0.15% | No change | 3,485 | $478K |
| Bank of New Hampshire | 0.13% | Reduce -3.5% | 3,482 | $478K |
| National Bank of Canada | 0.00% | Add +5.4% | 3,571 | $476K |
| New Potomac Partners, LLC | 0.26% | No change | 3,460 | $475K |
| Clare Market Investments LLC | 0.15% | Reduce -3.2% | 3,458 | $474K |
| Carolinas Wealth Consulting LLC | 0.09% | Reduce -0.6% | 3,456 | $474K |
| Ieq Capital, LLC | 0.01% | Add +74.5% | 3,431 | $471K |
| Trexquant Investment LP | 0.01% | New | 3,412 | $468K |
| Emfo, LLC | 0.42% | No change | 3,366 | $462K |
| Compound Planning, Inc. | 0.04% | Reduce -12.0% | 3,361 | $461K |
| Farther Finance Advisors, LLC | 0.03% | Add +202.0% | 3,343 | $457K |
| NorthCoast Asset Management LLC | 0.01% | Reduce -11.9% | 3,302 | $453K |
| Wellington Wealth Strategies, LLC. | 0.21% | New | 3,295 | $452K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -5.0% | 3,292 | $452K |
| Mechanics Bank Trust Department | 0.07% | Reduce -11.0% | 3,250 | $446K |
| Peregrine Asset Advisers, Inc. | 0.18% | No change | 3,245 | $445K |
| Fidelis Capital Partners, LLC | 0.07% | New | 3,234 | $444K |
| First Horizon Advisors, Inc. | 0.01% | Add +47.3% | 3,230 | $443K |
| Prospera Financial Services Inc | 0.01% | Add +15.4% | 3,210 | $440K |
| King Wealth Management Group | 0.08% | Reduce -0.5% | 3,209 | $440K |
| SPC Financial, Inc. | 0.04% | No change | 3,190 | $438K |
| SevenBridge Financial Group, LLC | 0.10% | Reduce -4.4% | 3,291 | $438K |
| EverSource Wealth Advisors, LLC | 0.03% | Reduce -11.9% | 3,445 | $437K |
| Edgestream Partners, L.P. | 0.02% | New | 3,181 | $436K |
| Griffin Asset Management, Inc. | 0.05% | No change | 3,165 | $434K |
| Fisher Asset Management | 0.00% | New | 3,148 | $432K |
| Marotta Asset Management | 0.09% | No change | 3,148 | $432K |
| Triangle Securities Wealth Management | 0.12% | No change | 3,144 | $431K |
| Savant Capital, LLC | 0.00% | Reduce -15.8% | 3,123 | $428K |
| Maltin Wealth Management, Inc. | 0.24% | Add +0.1% | 3,120 | $428K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,071 | $421K |
| Nations Financial Group Inc, /Ia/ | 0.04% | Reduce -17.5% | 3,064 | $420K |
| Wescott Financial Advisory Group, LLC | 0.05% | No change | 3,023 | $415K |
| Mission Wealth Management, LP | 0.01% | No change | 3,022 | $415K |
| XML Financial, LLC | 0.04% | Add +0.1% | 3,018 | $414K |
| TD Private Client Wealth LLC | 0.01% | Reduce -14.1% | 3,008 | $413K |
| PAX Financial Group, LLC | 0.08% | No change | 3,000 | $412K |
| West Coast Financial LLC | 0.05% | Add +25.0% | 3,000 | $412K |
| Oakworth Capital, Inc. | 0.03% | No change | 3,000 | $412K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 2,985 | $410K |
| Northstar Group, Inc. | 0.08% | No change | 2,971 | $408K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +2.2% | 2,965 | $407K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -2.2% | 2,959 | $406K |
| Orleans Capital Management Corp. | 0.27% | New | 2,955 | $405K |
| Fishman Jay A Ltd. | 0.04% | No change | 2,940 | $403K |
| Optimum Investment Advisors | 0.19% | Reduce -4.2% | 2,939 | $403K |
| JTC Employer Solutions Trustee Ltd | 0.03% | Add +31.4% | 2,909 | $401K |
| Cladis Investment Advisory, LLC | 0.29% | New | 2,920 | $401K |
| Objective Capital Management, LLC | 0.27% | Add +3.6% | 2,909 | $399K |
| Econ Financial Services Corp | 0.25% | New | 2,900 | $398K |
| CX Institutional | 0.02% | Reduce -1.9% | 2,835 | $389K |
| Certuity, LLC | 0.03% | Reduce -17.4% | 2,832 | $389K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -10.1% | 2,821 | $387K |
| Montag A & Associates Inc. | 0.02% | No change | 2,820 | $387K |
| Carret Asset Management, LLC | 0.05% | Reduce -4.1% | 2,813 | $386K |
| HBK Sorce Advisory LLC | 0.01% | Add +21.5% | 2,812 | $386K |
| Dover Advisors, LLC | 0.26% | New | 2,786 | $382K |
| LJI Wealth Management, LLC | 0.10% | Reduce -5.1% | 2,767 | $380K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 2,735 | $375K |
| International Assets Investment Management, LLC | 0.04% | Reduce -34.1% | 2,729 | $373K |
| Integrated Advisors Network LLC | 0.02% | New | 2,719 | $373K |
| Creative Financial Designs Inc. | 0.03% | Add +498.9% | 2,689 | $369K |
| Fulton Breakefield Broenniman LLC | 0.03% | No change | 2,687 | $369K |
| SFE Investment Counsel | 0.08% | Add +0.9% | 2,681 | $368K |
| Simmons Bank | 0.03% | No change | 2,675 | $367K |
| Heritage Investment Group, Inc. | 0.05% | No change | 2,675 | $367K |
| Beacon Investment Advisory Services, Inc. | 0.02% | No change | 2,650 | $364K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.8% | 2,826 | $362K |
| Pinnacle Financial Partners Inc | 0.01% | Reduce -13.7% | 2,625 | $360K |
| Acorn Financial Advisory Services Inc. | 0.07% | No change | 2,609 | $358K |
| Investmark Advisory Group LLC | 0.19% | Add +0.1% | 2,584 | $355K |
| Signet Financial Management, LLC | 0.05% | Add +2.1% | 2,571 | $353K |
| EWG Elevate Inc. | 0.13% | New | 2,565 | $352K |
| Baldwin Investment Management, LLC | 0.05% | Add +3.4% | 2,565 | $352K |
| Jacobi Capital Management LLC | 0.03% | Reduce -2.9% | 2,530 | $347K |
| Ritholtz Wealth Management | 0.01% | Reduce -22.1% | 2,525 | $346K |
| Vontobel Holding Ltd. | 0.00% | Reduce -43.0% | 2,516 | $345K |
| IMS Capital Management | 0.16% | Reduce -0.3% | 2,512 | $345K |
| Bangor Savings Bank | 0.04% | No change | 2,507 | $344K |
| Bay Rivers Group | 0.19% | Reduce -2.1% | 2,499 | $343K |
| HSBC Holdings PLC | 0.00% | Reduce -10.7% | 2,495 | $342K |
| Moloney Securities Asset Management, LLC | 0.05% | No change | 2,490 | $342K |
| Warner Financial, Inc. | 0.17% | Add +0.1% | 2,486 | $341K |
| Raffa Wealth Management, LLC | 0.10% | No change | 2,479 | $340K |
| NORTHSTAR ASSET MANAGEMENT Co | 0.08% | No change | 2,475 | $340K |
| RB Capital Management, LLC | 0.10% | Add +0.0% | 2,469 | $339K |
| Tiaa Trust, National Association | 0.00% | Add +0.6% | 2,452 | $336K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -28.5% | 2,449 | $336K |
| Patriot Financial Group Insurance Agency, LLC | 0.05% | Reduce -58.5% | 2,445 | $335K |
| Legacy Edge Advisors, LLC | 0.07% | Add +54.7% | 2,427 | $333K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +16.9% | 2,409 | $331K |
| Wintrust Investments LLC | 0.03% | Reduce -16.9% | 2,402 | $330K |
| EPG Wealth Management LLC | 0.08% | No change | 2,399 | $329K |
| Waters Parkerson & Co., LLC | 0.02% | No change | 2,400 | $329K |
| Regal Investment Advisors LLC | 0.02% | New | 2,390 | $328K |
| Harbor Investment Advisory, LLC | 0.03% | Reduce -21.4% | 2,372 | $325K |
| Leo Wealth, LLC | 0.03% | Add +1.0% | 2,372 | $325K |
| Spire Wealth Management | 0.01% | Add +31.1% | 2,367 | $325K |
| Bank of Nova Scotia | 0.00% | Reduce -3.7% | 2,355 | $324K |
| Tyler-Stone Wealth Management | 0.14% | Reduce -7.5% | 2,358 | $324K |
| Seed Wealth Management, Inc. | 0.31% | Reduce -5.6% | 2,360 | $323K |
| NorthRock Partners, LLC | 0.01% | Reduce -7.9% | 2,346 | $322K |
| Clearwater Capital Advisors, LLC | 0.03% | No change | 2,344 | $322K |
| Procyon Advisors, LLC | 0.02% | No change | 2,329 | $320K |
| MTM Financial Group, LLC | 0.21% | Reduce -5.6% | 2,382 | $319K |
| Hyman Charles D | 0.02% | No change | 2,319 | $318K |
| Atlantic Union Bankshares Corp | 0.03% | Reduce -85.7% | 2,314 | $318K |
| Brick & Kyle, Associates | 0.14% | No change | 2,377 | $317K |
| Blackston Financial Advisory Group, LLC | 0.21% | New | 2,296 | $315K |
| Beverly Hills Private Wealth, LLC | 0.07% | Add +0.0% | 2,279 | $313K |
| Weil Company, Inc. | 0.12% | No change | 2,279 | $313K |
| Capital Market Strategies LLC | 0.24% | Reduce -4.7% | 2,277 | $312K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +2.3% | 2,276 | $312K |
| Steward Partners Investment Solutions, LLC | 0.05% | New | 2,260 | $310K |
| Salem Investment Counselors Inc. | 0.01% | Add +2.5% | 2,255 | $309K |
| Neumann Capital Management, LLC | 0.11% | No change | 2,238 | $307K |
| Choreo, LLC | 0.01% | Reduce -17.6% | 2,237 | $307K |
| First Nebraska Trust Co | 0.03% | Reduce -9.8% | 2,226 | $305K |
| United Bank | 0.04% | No change | 2,208 | $303K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -20.7% | 2,197 | $302K |
| Southern Capital Advisors, LLC | 0.18% | Add +0.1% | 2,193 | $301K |
| Welch & Forbes LLC | 0.00% | No change | 2,182 | $299K |
| HUB Investment Partners, LLC | 0.02% | Add +9.7% | 2,165 | $297K |
| Castle Rock Wealth Management, LLC | 0.08% | Add +4.0% | 2,289 | $296K |
| Finer Wealth Management, Inc. | 0.19% | New | 2,148 | $295K |
| Broadleaf Partners, LLC | 0.08% | Reduce -9.3% | 2,143 | $294K |
| Wellington Shields Capital Management, LLC | 0.06% | New | 2,140 | $294K |
| Baldwin Wealth Partners LLC | 0.02% | Reduce -14.2% | 2,140 | $294K |
| Regent Peak Wealth Advisors LLC | 0.07% | Add +0.1% | 2,127 | $292K |
| Retirement Income Solutions, Inc. | 0.06% | Add +2.0% | 2,087 | $286K |
| Kovack Advisors, Inc. | 0.03% | Add +0.1% | 2,086 | $286K |
| Hartline Investment Corp./ | 0.05% | New | 2,073 | $284K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.05% | Reduce -6.1% | 2,073 | $284K |
| StoneX Group Inc. | 0.03% | Reduce -1.5% | 2,070 | $284K |
| Harbour Investments, Inc. | 0.01% | Reduce -21.1% | 2,067 | $284K |
| Samalin Investment Counsel, LLC | 0.13% | Add +3.9% | 2,059 | $283K |
| Elk River Wealth Management LLC | 0.06% | No change | 2,055 | $282K |
| Aspen Wealth Strategies, LLC | 0.19% | Reduce -4.0% | 2,008 | $276K |
| Merrion Investment Management Co, LLC | 0.20% | Reduce -24.5% | 2,000 | $274K |
| First National Bank Sioux Falls | 0.15% | Reduce -44.8% | 2,000 | $274K |
| Shay Capital LLC | 0.08% | New | 2,000 | $274K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +19.5% | 1,986 | $273K |
| Apexium Financial, LP | 0.02% | Reduce -11.4% | 1,969 | $270K |
| Werba Rubin Papier Wealth Management | 0.08% | No change | 1,965 | $270K |
| Caldwell Trust Co | 0.03% | No change | 1,962 | $269K |
| Essex LLC | 0.06% | Reduce -8.3% | 1,961 | $269K |
| Total Investment Management Inc. | 0.03% | Add +0.1% | 1,958 | $269K |
| Financial Advocates Investment Management | 0.02% | Reduce -74.0% | 2,006 | $269K |
| Coastal Bridge Advisors, LLC | 0.06% | No change | 1,950 | $268K |
| Parallel Advisors, LLC | 0.01% | Reduce -57.8% | 1,948 | $267K |
| Investment Partners Asset Management, Inc. | 0.24% | New | 1,944 | $267K |
| Douglass Winthrop Advisors, LLC | 0.01% | New | 1,940 | $266K |
| Schnieders Capital Management LLC | 0.06% | No change | 1,936 | $266K |
| Barclays PLC | 0.00% | Reduce -43.0% | 1,936 | $266K |
| Everett Harris & Co. | 0.00% | No change | 1,933 | $265K |
| Pinnacle Wealth Management Advisory Group, LLC | 0.03% | No change | 1,931 | $265K |
| First Financial Bank - Trust Division | 0.03% | No change | 1,920 | $263K |
| Caldwell Sutter Capital, Inc. | 0.13% | Reduce -4.3% | 1,917 | $263K |
| Cora Capital Advisors LLC | 0.14% | Add +16.1% | 1,909 | $262K |
| Wedmont Private Capital | 0.02% | No change | 1,950 | $262K |
| Retirement Planning Co of New England, Inc. | 0.14% | Reduce -3.5% | 1,896 | $260K |
| Cookson Peirce & Co. Inc. | 0.01% | No change | 1,882 | $258K |
| LCNB Corp. | 0.09% | No change | 1,870 | $257K |
| NCM Capital Management, LLC | 0.14% | No change | 1,865 | $256K |
| Secure Asset Management, LLC | 0.06% | Reduce -31.7% | 1,862 | $255K |
| Oxler Private Wealth LLC | 0.10% | Add +0.1% | 1,860 | $255K |
| Cahill Financial Advisors Inc. | 0.03% | Reduce -34.9% | 1,849 | $254K |
| AE Wealth Management LLC | 0.00% | Reduce -92.7% | 1,838 | $252K |
| RDA Financial Network | 0.09% | Reduce -0.7% | 1,833 | $252K |
| Y-Intercept (Hong Kong) Ltd | 0.02% | New | 1,824 | $250K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +0.2% | 1,820 | $250K |
| Kingfisher Capital LLC | 0.06% | Add +0.1% | 1,798 | $247K |
| Codex Capital, L.L.C. | 0.12% | No change | 1,800 | $247K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -58.6% | 1,800 | $247K |
| Eagle Strategies LLC | 0.05% | Reduce -83.8% | 1,791 | $246K |
| PGIM Custom Harvest LLC | 0.01% | Add +10.4% | 1,769 | $243K |
| HB Wealth Management, LLC | 0.00% | Reduce -7.3% | 1,753 | $241K |
| KG Capital Management | 0.10% | Reduce -5.7% | 1,751 | $240K |
| Heritage Wealth Advisors | 0.01% | No change | 1,750 | $240K |
| Asset Management Group, Inc. | 0.04% | Add +0.1% | 1,748 | $240K |
| Financial Advisors, LLC | 0.05% | No change | 1,744 | $239K |
| Empower Advisory Group, LLC | 0.00% | Reduce -0.3% | 1,735 | $238K |
| Sentinel Trust Co. Lba | 0.03% | No change | 1,725 | $237K |
| Hilltop Partners LLC | 0.08% | Reduce -0.3% | 1,712 | $235K |
| BLB&B Advisors, LLC | 0.01% | New | 1,711 | $235K |
| Princeton Global Asset Management LLC | 0.06% | Add +6.7% | 1,707 | $234K |
| Silverlake Wealth Management LLC | 0.12% | New | 1,701 | $233K |
| John G Ullman & Associates Inc. | 0.04% | No change | 1,700 | $233K |
| Brighton Jones LLC | 0.01% | New | 1,680 | $230K |
| GFS Advisors, LLC | 0.04% | New | 1,674 | $230K |
| Penobscot Investment Management Company, Inc. | 0.02% | Add +9.9% | 1,670 | $229K |
| Pine Haven Investment Counsel, Inc | 0.20% | No change | 1,665 | $228K |
| Prairie Wealth Advisors, Inc. | 0.11% | — | 1,665 | $228K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -28.9% | 1,664 | $228K |
| Avantax Planning Partners, Inc. | 0.01% | Add +1.8% | 1,662 | $228K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +10.4% | 1,658 | $227K |
| WJ Wealth Management, LLC | 0.09% | Reduce -13.2% | 1,650 | $226K |
| Highland Capital Management, LLC | 0.01% | New | 1,650 | $226K |
| CW Advisors, LLC | 0.00% | Reduce -8.4% | 1,635 | $224K |
| Apriem Advisors | 0.03% | Reduce -64.7% | 1,635 | $224K |
| Millennium Capital Advisors, LLC | 0.16% | Add +3.2% | 1,626 | $223K |
| Valmark Advisers, Inc. | 0.00% | Reduce -2.2% | 1,622 | $223K |
| Sterling Investment Counsel, LLC | 0.10% | Reduce -8.8% | 1,615 | $222K |
| PACK Private Wealth, LLC | 0.14% | No change | 1,614 | $221K |
| Raymond James Trust N.A. | 0.01% | Add +3.5% | 1,606 | $220K |
| Allworth Financial LP | 0.00% | Reduce -0.8% | 1,604 | $220K |
| Essex Bank | 0.06% | No change | 1,620 | $220K |
| Wellington Shields & Co., LLC | 0.07% | New | 1,600 | $220K |
| Argent Trust Co | 0.01% | New | 1,587 | $218K |
| Larson Financial Group LLC | 0.02% | Add +10.7% | 1,585 | $217K |
| Good Life Advisors, LLC | 0.02% | Reduce -0.9% | 1,580 | $217K |
| TruWealth Advisors, LLC | 0.02% | No change | 1,577 | $216K |
| Daymark Wealth Partners, LLC | 0.01% | New | 1,576 | $216K |
| McAdam, LLC | 0.01% | Reduce -0.8% | 1,576 | $216K |
| Klingenstein Fields & Co. LP | 0.01% | Reduce -1.0% | 1,571 | $216K |
| Money Concepts Capital Corp. | 0.02% | Add +0.1% | 1,567 | $215K |
| Chapin Davis, Inc. | 0.08% | New | 1,565 | $215K |
| SpiderRock Advisors, LLC | 0.01% | — | 1,572 | $213K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 1,545 | $212K |
| TCP Asset Management, LLC | 0.06% | Reduce -24.2% | 1,544 | $212K |
| Townsquare Capital LLC | 0.00% | New | 1,538 | $211K |
| UMB Bank, n.a. | 0.00% | No change | 1,534 | $210K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 1,520 | $209K |
| Prism Advisors, Inc. | 0.06% | Reduce -1.9% | 1,517 | $208K |
| Flputnam Investment Management Co. | 0.00% | No change | 1,502 | $206K |
| Van Leeuwen & Company, LLC | 0.10% | Reduce -3.2% | 1,501 | $206K |
| Imprint Wealth LLC | 0.05% | Add +1.1% | 1,505 | $206K |
| Rothschild Investment LLC | 0.01% | No change | 1,500 | $206K |
| North Star Investment Management Corp. | 0.01% | Reduce -45.5% | 1,488 | $204K |
| Gries Financial LLC | 0.03% | New | 1,485 | $204K |
| Norris Financial Group, LLC | 0.11% | Reduce -27.9% | 1,485 | $204K |
| WNY Asset Management, LLC | 0.03% | New | 1,483 | $203K |
| Byrne Asset Management LLC | 0.16% | New | 1,479 | $203K |
| WBH Advisory Inc. | 0.02% | New | 1,468 | $201K |
| CenterStar Asset Management, LLC | 0.42% | New | 1,462 | $201K |
| Westshore Wealth, LLC | 0.08% | New | 1,463 | $201K |
| Lewis Asset Management, LLC | 0.17% | New | 1,460 | $200K |
| Hikari Tsushin, Inc. | 0.01% | No change | 1,373 | $188K |
| Bokf, NA | 0.00% | Reduce -25.9% | 1,343 | $184K |
| CoreCap Advisors, LLC | 0.01% | New | 1,313 | $180K |
| Orion Capital Management LLC | 0.10% | No change | 1,300 | $178K |
| Realta Investment Advisors | 0.04% | New | 1,289 | $177K |
| Sunbelt Securities, Inc. | 0.02% | Reduce -80.4% | 1,257 | $173K |
| HM Payson & Co. | 0.00% | No change | 1,210 | $166K |
| LFA - Lugano Financial Advisors SA | 0.12% | New | 1,200 | $165K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,200 | $165K |
| Union Savings Bank | 0.09% | No change | 1,200 | $165K |
| St Germain D J Co. Inc. | 0.01% | Reduce -11.2% | 1,185 | $163K |
| Tsfg, LLC | 0.04% | Reduce -55.9% | 1,130 | $155K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +30.6% | 1,110 | $152K |
| Private Trust Co. NA | 0.02% | Reduce -1.7% | 1,074 | $147K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,050 | $144K |
| Pittenger & Anderson Inc. | 0.01% | No change | 1,050 | $144K |
| Centaurus Financial, Inc. | 0.01% | Add +1.0% | 1,049 | $144K |
| Register Financial Advisors LLC | 0.07% | Add +17.0% | 1,034 | $142K |
| Avondale Wealth Management | 0.10% | Reduce -29.4% | 1,000 | $137K |
| Schroder Investment Management Group | 0.00% | No change | 972 | $134K |
| Mogy Joel R Investment Counsel Inc. | 0.01% | No change | 975 | $134K |
| Geneos Wealth Management Inc. | 0.01% | Add +113.1% | 946 | $130K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.06% | No change | 904 | $124K |
| Signaturefd, LLC | 0.00% | Reduce -19.6% | 900 | $124K |
| Blue Trust, Inc. | 0.00% | Add +14.7% | 897 | $123K |
| Smithfield Trust Co | 0.01% | No change | 875 | $120K |
| Daiwa Securities Group Inc. | 0.00% | Add +1.2% | 859 | $118K |
| Winch Advisory Services, LLC | 0.04% | Reduce -6.6% | 839 | $115K |
| American Capital Advisory, LLC | 0.10% | No change | 891 | $115K |
| Clearstead Advisors, LLC | 0.01% | Reduce -23.6% | 852 | $115K |
| Glen Eagle Advisors, LLC | 0.02% | No change | 811 | $111K |
| CBIZ Investment Advisory Services, LLC | 0.01% | New | 804 | $110K |
| SOA Wealth Advisors, LLC. | 0.02% | Add +0.1% | 791 | $109K |
| Viewpoint Capital Management LLC | 0.07% | No change | 780 | $107K |
| Nvwm, LLC | 0.03% | No change | 772 | $106K |
| Jones Financial Companies LLLP | 0.00% | New | 771 | $106K |
| Tompkins Financial Corp. | 0.01% | No change | 750 | $103K |
| Avior Wealth Management, LLC | 0.00% | Add +380.4% | 735 | $101K |
| RFP Financial Group LLC | 0.04% | No change | 730 | $100K |
| Continuum Advisory, LLC | 0.01% | New | 734 | $98K |
| Y.D. More Investments Ltd | 0.02% | No change | 702 | $96K |
| Rogco, LP | 0.04% | No change | 700 | $96K |
| Wolff Wiese Magana LLC | 0.08% | Add +2.7% | 676 | $93K |
| Trust Co. of Vermont | 0.01% | Add +105.8% | 669 | $92K |
| Caitlin John, LLC | 0.07% | New | 654 | $90K |
| Global Financial Private Client, LLC | 0.04% | Reduce -71.7% | 646 | $88K |
| Mitchell Sinkler & Starr | 0.02% | Add +4.0% | 643 | $88K |
| Investment Research & Advisory Group, Inc. | 0.04% | No change | 642 | $88K |
| Salomon & Ludwin, LLC | 0.01% | No change | 626 | $86K |
| First Personal Financial Services | 0.02% | No change | 624 | $86K |
| Pacific Center for Financial Services | 0.02% | Add +21.1% | 620 | $85K |
| Hazlett, Burt & Watson, Inc. | 0.05% | No change | 609 | $83K |
| Tortoise Investment Management, LLC | 0.01% | No change | 603 | $83K |
| AlphaCore Capital LLC | 0.02% | Reduce -33.4% | 602 | $83K |
| Carmichael Hill & Associates, Inc. | 0.03% | Reduce -1.1% | 601 | $83K |
| MCF Advisors LLC | 0.01% | No change | 600 | $82K |
| Ransom Advisory, Ltd | 0.04% | — | 599 | $82K |
| AllSquare Wealth Management LLC | 0.05% | No change | 597 | $82K |
| Barrett & Company, Inc. | 0.04% | No change | 588 | $81K |
| WASHINGTON TRUST Co | 0.00% | Reduce -6.7% | 556 | $76K |
| Mb, Levis & Associates, LLC | 0.04% | No change | 552 | $76K |
| HighMark Wealth Management LLC | 0.05% | No change | 547 | $75K |
| Venturi Wealth Management, LLC | 0.00% | No change | 544 | $75K |
| First Manhattan Co. Llc. | 0.00% | No change | 540 | $74K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -6.0% | 536 | $74K |
| Bogart Wealth, LLC | 0.00% | Add +11.6% | 531 | $73K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -0.9% | 528 | $72K |
| REAP Financial Group, LLC | 0.02% | No change | 525 | $72K |
| Solstein Capital, LLC | 0.05% | No change | 522 | $72K |
| Aberdeen Wealth Management LLC | 0.04% | Add +333.3% | 520 | $71K |
| Financial Perspectives, Inc | 0.03% | Add +23.3% | 519 | $71K |
| BNP Paribas | 0.00% | — | 500 | $69K |
| Householder Group Estate & Retirement Specialist, LLC | 0.02% | No change | 492 | $68K |
| Front Row Advisors LLC | 0.02% | Add +166.7% | 480 | $66K |
| Activest Wealth Management | 0.03% | Reduce -41.7% | 474 | $65K |
| Asset Dedication, LLC | 0.00% | Add +263.1% | 472 | $65K |
| Clear Point Advisors Inc. | 0.05% | No change | 464 | $64K |
| NFSG Corp | 0.03% | Add +46.0% | 454 | $62K |
| Main Management LLC | 0.01% | No change | 452 | $62K |
| IAG Wealth Partners, LLC | 0.01% | No change | 450 | $62K |
| Cambridge Trust Co. | 0.00% | Reduce -31.6% | 448 | $61K |
| FSA Wealth Management LLC | 0.03% | No change | 447 | $61K |
| Quadrant Capital Group LLC | 0.00% | No change | 420 | $58K |
| Mather Group, Llc. | 0.00% | New | 423 | $57K |
| Nemes Rush Group LLC | 0.01% | Reduce -82.6% | 411 | $56K |
| WFA Asset Management Corp | 0.03% | No change | 411 | $56K |
| Paladin Advisory Group, LLC | 0.04% | No change | 407 | $56K |
| Matrix Private Capital Group LLC | 0.04% | No change | 400 | $55K |
| Beacon Capital Management, LLC | 0.01% | Add +0.3% | 399 | $55K |
| GAMMA Investing LLC | 0.01% | No change | 377 | $52K |
| Archer Investment Corp | 0.02% | No change | 377 | $52K |
| CVA Family Office, LLC | 0.01% | No change | 375 | $51K |
| FinTrust Capital Advisors, LLC | 0.01% | No change | 373 | $51K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 362 | $50K |
| Mascoma Wealth Management LLC | 0.01% | Reduce -30.0% | 352 | $48K |
| Ameliora Wealth Management Ltd. | 0.02% | No change | 350 | $48K |
| Addison Advisors LLC | 0.02% | Reduce -6.2% | 350 | $48K |
| Horizon Bancorp Inc. | 0.02% | Reduce -3.1% | 345 | $47K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -54.4% | 337 | $46K |
| Bollard Group LLC | 0.00% | No change | 334 | $46K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 317 | $43K |
| Lazard Asset Management LLC | 0.00% | No change | 315 | $43K |
| Smartleaf Asset Management LLC | 0.01% | New | 300 | $41K |
| Monetary Management Group Inc. | 0.01% | No change | 300 | $41K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | No change | 298 | $41K |
| Thompson Investment Management, Inc. | 0.01% | No change | 291 | $40K |
| Integrity Financial Corp | 0.03% | No change | 289 | $40K |
| Resources Management Corp. /CT/ | 0.01% | Add +243.9% | 282 | $39K |
| FWL Investment Management, LLC | 0.02% | Reduce -10.7% | 276 | $38K |
| Trifecta Capital Advisors, LLC | 0.01% | No change | 275 | $38K |
| WealthShield Partners, LLC | 0.01% | Reduce -60.3% | 263 | $36K |
| Crewe Advisors LLC | 0.00% | No change | 260 | $36K |
| Vima LLC | 0.04% | Add +108.5% | 271 | $35K |
| Bradley & Co. Private Wealth Management, LLC | 0.03% | No change | 245 | $34K |
| Pacifica Partners Inc. | 0.01% | Add +118.2% | 240 | $33K |
| TrinityBridge Ltd | 0.00% | No change | 230 | $32K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 236 | $32K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 222 | $30K |
| Private Capital Management LLC | 0.01% | No change | 221 | $30K |
| Deutsche Bank AG | 0.00% | No change | 221 | $30K |
| Key Financial Inc | 0.01% | Reduce -24.1% | 220 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 219 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 204 | $28K |
| Future Financial Wealth Managment LLC | 0.02% | New | 200 | $27K |
| Phillips Financial Management, LLC | 0.00% | Reduce -21.6% | 196 | $27K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 189 | $26K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 187 | $25K |
| Advanced Asset Management Advisors Inc | 0.01% | No change | 180 | $25K |
| Belvedere Trading LLC | 0.00% | New | 177 | $24K |
| West Branch Capital LLC | 0.01% | Reduce -31.3% | 176 | $24K |
| Financial Freedom, LLC | 0.01% | No change | 175 | $24K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 173 | $24K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -63.7% | 171 | $23K |
| Rosenberg Matthew Hamilton | 0.01% | Reduce -2.4% | 162 | $22K |
| Chesapeake Asset Management LLC | 0.02% | No change | 160 | $22K |
| Independence Bank of Kentucky | 0.01% | Reduce -3.8% | 154 | $21K |
| Gables Capital Management Inc. | 0.01% | No change | 150 | $21K |
| Highline Wealth Partners LLC | 0.01% | New | 149 | $20K |
| West Financial Advisors, LLC | 0.00% | No change | 148 | $20K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 145 | $20K |
| JDM Financial Group LLC | 0.01% | No change | 139 | $19K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 150 | $19K |
| Providence Capital Advisors, LLC | 0.00% | No change | 135 | $19K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +76.0% | 132 | $18K |
| Partnership Wealth Management, LLC | 0.01% | No change | 130 | $18K |
| Main Street Group, LTD | 0.01% | No change | 130 | $18K |
| Duncker Streett & Co. Inc. | 0.00% | Reduce -39.9% | 128 | $18K |
| Northwest Investment Counselors, LLC | 0.00% | New | 127 | $17K |
| SYM FINANCIAL Corp | 0.00% | Reduce -70.3% | 127 | $17K |
| Tidemark, LLC | 0.01% | No change | 125 | $17K |
| Wells Financial Advisors INC | 0.01% | No change | 123 | $17K |
| SJS Investment Consulting Inc. | 0.00% | Add +480.9% | 122 | $17K |
| Delta Asset Management LLC | 0.00% | No change | 112 | $15K |
| Coston, McIsaac & Partners | 0.00% | No change | 114 | $15K |
| Townsend Asset Management Corp. /NC/ | 0.01% | No change | 106 | $15K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 105 | $14K |
| Pathway Financial Advisers, LLC | 0.01% | No change | 102 | $14K |
| Hartford Financial Management Inc. | 0.00% | No change | 100 | $14K |
| Hexagon Capital Partners LLC | 0.00% | No change | 100 | $14K |
| Jackson Hole Capital Partners, LLC | 0.00% | No change | 90 | $12K |
| Bfsg, LLC | 0.00% | No change | 90 | $12K |
| Private Ocean, LLC | 0.00% | No change | 90 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 85 | $12K |
| SouthState Bank Corp | 0.00% | No change | 82 | $11K |
| Morton Brown Family Wealth, LLC | 0.00% | No change | 79 | $11K |
| Centennial Bank | 0.01% | No change | 77 | $11K |
| Sittner & Nelson, LLC | 0.01% | No change | 77 | $11K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -56.5% | 77 | $11K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 76 | $10K |
| Atticus Wealth Management, LLC | 0.00% | No change | 75 | $10K |
| Wagner Wealth Management, LLC | 0.00% | Reduce -1.3% | 75 | $10K |
| Sage Mountain Advisors LLC | 0.00% | No change | 75 | $10K |
| Hollencrest Capital Management | 0.00% | No change | 75 | $10K |
| Rakuten Securities, Inc. | 0.00% | New | 73 | $10K |
| Arax Advisory Partners | 0.00% | Add +5.9% | 72 | $10K |
| Koesten, Hirschmann & Crabtree, INC. | 0.01% | No change | 72 | $10K |
| Provident Wealth Management, LLC | 0.00% | New | 68 | $9K |
| Sachetta, LLC | 0.00% | No change | 65 | $9K |
| Breakwater Investment Management | 0.00% | — | 63 | $9K |
| Ables, Iannone, Moore & Associates, Inc. | 0.01% | No change | 60 | $8K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 54 | $7K |
| Founders Financial Alliance, LLC | 0.00% | No change | 53 | $7K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 52 | $7K |
| Dynamic Wealth Strategies, LLC | 0.01% | No change | 49 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 50 | $7K |
| Motco | 0.00% | No change | 51 | $7K |
| Evermay Wealth Management LLC | 0.00% | No change | 50 | $7K |
| Trust Co | 0.00% | No change | 50 | $7K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 51 | $6K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -93.4% | 45 | $6K |
| Parkside Financial Bank & Trust | 0.00% | Add +125.0% | 45 | $6K |
| Macroview Investment Management LLC | 0.01% | Add +616.7% | 43 | $6K |
| Concord Wealth Partners | 0.00% | No change | 43 | $6K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 43 | $6K |
| Powell Investment Advisors, LLC | 0.00% | No change | 40 | $5K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 35 | $5K |
| Country Trust Bank | 0.00% | New | 35 | $5K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 30 | $4K |
| Stone House Investment Management, LLC | 0.00% | No change | 29 | $4K |
| Hantz Financial Services, Inc. | 0.00% | No change | 30 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 28 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | New | 28 | $4K |
| Morris Financial Concepts, Inc. | 0.00% | No change | 27 | $4K |
| Family Asset Management, LLC | 0.00% | No change | 25 | $3K |
| Lowe Wealth Advisors, LLC | 0.00% | No change | 25 | $3K |
| FPC Investment Advisory, Inc. | 0.00% | — | 20 | $3K |
| Sound Income Strategies, LLC | 0.00% | No change | 18 | $2K |
| MTM Investment Management, LLC | 0.00% | New | 15 | $2K |
| CNB Bank | 0.00% | Reduce -96.0% | 13 | $2K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 12 | $2K |
| PSI Advisors, LLC | 0.00% | No change | 12 | $2K |
| Balentine LLC | 0.00% | No change | 12 | $2K |
| Credential Qtrade Securities Inc. | 0.00% | No change | 12 | $2K |
| Progressive Investment Management Corp | 0.00% | New | 11 | $2K |
| Logan Capital Management Inc. | 0.00% | No change | 10 | $1K |
| Gradient Investments LLC | 0.00% | Reduce -80.4% | 10 | $1K |
| Retirement Group, LLC | 0.00% | Reduce -74.3% | 9 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Add +0.0% | 7 | $929 |
| Founders Capital Management | 0.00% | No change | 6 | $834 |
| Abound Wealth Management | 0.00% | New | 6 | $825 |
| Citadel Advisors | 0.00% | New | 5 | $686 |
| Central Pacific Bank - Trust Division | 0.00% | — | 5 | $684 |
| Aspire Wealth Management Corp | 0.00% | No change | 4 | $555 |
| Western Pacific Wealth Management, LP | 0.00% | No change | 3 | $413 |
| Parallax Volatility Advisers, L.P. | 0.00% | No change | 3 | $412 |
| Macquarie Group Ltd. | 0.00% | New | 1 | $0 |
"% of holder's portfolio" is IBB's weight in each manager's 13F, not the share of iShares Biotechnology ETF the manager owns.